Senior Sales Partner covering all aspects of asset servicing including TA, FA and Custody and ancillary services.

Investment Manager segment product team within BNY Mellon Asset Servicing.

Relationship Executive within the Investment Manager segment of BNY Mellon Asset Servicing.

Sales support for Transfer Agency and wider fund servicing products and services, including structured products and wealth management.

Responsibility for Transfer Agency and Fund Accounting product development and support of sales activity in these areas.

My initial assignment at Mellon was to write the business case for their entry to the Stakeholder Pensions market, which was being introduced in 2001. After the successful launch of this product I then worked more closely on investment fund products and services.

During my time at S&P I worked in a number of roles within the Investment Products area. I managed a number of teams, and at the time of leaving I had responsibility for the Fleming investment trust savings scheme and the ISA & PEP products.